+37.7%
BEN vs TROW
-38.9%
+76.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.2% | -1.2% |
| 7D | +0.3% | -3.0% | +3.3% | +2.6% |
| 30D | +0.9% | -5.5% | +6.3% | +5.1% |
| 3M | +9.2% | +2.3% | +6.9% | +6.6% |
| 6M | +36.8% | +23.9% | +12.9% | +15.6% |
| YTD | +44.4% | +7.9% | +36.5% | +34.7% |
| 1Y | +45.8% | +6.1% | +39.7% | +37.6% |
| 3Y | +52.5% | +13.8% | +38.7% | +34.6% |
| 5Y | +37.7% | -38.2% | +75.9% | +91.1% |
| All | +37.7% | -38.9% | +76.6% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TROW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling